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FSWFX vs OWSMX
FSWFX vs OWSMX Comparison
Open Charts FSWFX vs OWSMX
American Funds SMALLCAP World 529-F-2
Price$63.86
Change+$1.11 (+1.77%)
VolumeN/A
Net Assets67.94B
Old Westbury Small & Mid Cap Strategies
Price$15.97
Change+$0.25 (+1.59%)
VolumeN/A
Net Assets8.1B
FSWFX vs OWSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 67.9B vs. OWSMX (8.1B). FSWFX (0.94) and OWSMX (0.92) have matching dividends . FSWFX was incepted earlier than OWSMX: FSWFX (4 years) vs OWSMX (20 years). OWSMX (1.17) is less costly to investors than FSWFX (0.76). OWSMX is a more actively managed with annual turnover of: 62.00 vs. FSWFX (32.00). FSWFX has a lower initial minimum investment than OWSMX: FSWFX (250) vs OWSMX (1000). OWSMX annual gain was more profitable for investors over the last year : 2.08 vs. FSWFX (-1.57).
| FSWFX | OWSMX | FSWFX / OWSMX | |
| Total Expense Ratio | 0.76 | 1.13 | 67% |
| Annual Report Gross Expense Ratio | 0.76 | 1.17 | 65% |
| Fund Existence | 4 years | 20 years | - |
| Gain YTD | -5.547 | -1.750 | 317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.9B | 8.1B | 839% |
| Annual Yield % from dividends | 0.94 | 0.92 | 102% |
| Returns for 1 year | -1.57 | 2.08 | -76% |
| Returns for 3 years | 2.37 | 3.48 | 68% |
| Returns for 5 years | N/A | 27.02 | - |
| Returns for 10 years | N/A | -4.75 | - |
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